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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,460 | $77,817-90.4% | $123,553-94.0% | $64,173-88.4% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | -9.64% | 12.49%-22.1pp | 119.21%-128.8pp | 7.63%-17.3pp |
| Employer contribution / active EE | $862 | $3,014-71.4% | $4,628-81.4% | $2,381-63.8% |
| Participant deferral / active EE | $1,748 | $5,240-66.6% | $6,426-72.8% | $3,470-49.6% |
| Admin fee / account holder | $1,251 | $5,519-77.3% | $9,284-86.5% | $4,887-74.4% |